Added to YB: 2025-08-05
Pitch date: 2025-08-01
NVO [bullish]
Novo Nordisk A/S
+1.91%
current return
Author Info
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Company Info
Novo Nordisk A/S, together with its subsidiaries, engages in the research and development, manufacture, and distribution of pharmaceutical products in Europe, the Middle East, Africa, Mainland China, Hong Kong, Taiwan, North America, and internationally.
Market Cap
DKK 1.4T
Pitch Price
DKK 310.47
Price Target
N/A
Dividend
3.63%
EV/EBITDA
8.96
P/E
13.76
EV/Sales
4.74
Sector
Pharmaceuticals
Category
value
Novo Nordisk - 9 years later
NVO: Added 0.5% position @ €42/share. Now cheap at 12.4x P/E (vs 35x in 2022), 4.3% yield + 1-2% buybacks. Est. 13% op profit growth = ~20% exp return. Risks: Trump (tariffs/drug prices), Eli Lilly competition (29x P/E). Opportunities: GLP-1 drugs show multiple applications + global rollout potential despite CEO transition.
Read full article (3 min)